Podcast Episodes
Back to SearchOpenAI Issues “Code Red” Amid Increased Competition 12/2/25
The pace of new AI developments could now be making OpenAI feel nervous, with CEO Sam Altman reportedly issuing a ‘code red’ in a memo to employees, …
3 months, 4 weeks ago
The state of the AI trade: ChatGPT turns three 12/1/25
OpenAI's ChatGPT turned three this week. As the AI trade enters its fourth year, OpenAI finds its position shifting from disruptor to incumbent. We d…
3 months, 4 weeks ago
TechCheck Takes: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat 11/25/25
This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears aroun…
4 months ago
Alibaba and Google’s AI comeback 11/24/25
Shares of Alibaba rallying today after the Chinese tech giant announced its updated consumer chatbot has reached 10 million downloads just a week aft…
4 months ago
TechCheck Takes: AI bubble anxiety is on the rise — AI CEOs weigh in 11/19/25
AI euphoria is giving way to fear. The industry that once looked unstoppable is starting to bleed from a thousand tiny cuts. Short sellers like Micha…
4 months, 1 week ago
Startup Losses Fuel AI Boom 11/14/25
Fears around a big tech AI bubble are still weighing on markets, but the source of frothiness could instead be from the private AI markets. Startup l…
4 months, 2 weeks ago
Meta's chief AI scientist reportedly departing 11/11/25
Meta’s chief AI scientist reportedly departing the company to create his own AI startup as the social media giant undergoes an AI overhaul. We dig in…
4 months, 2 weeks ago
U.S., China and the race for cheaper AI 11/10/25
The AI trade is back in the green after a volatile week as new reporting emerges of a massive $18B financing deal for an Oracle-tied data center. We …
4 months, 2 weeks ago
Google’s latest AI chip takes on Nvidia 11/6/25
Google is announcing the rollout out of what it is calling its most powerful in-house AI chip yet. We dig into what we know about the new ‘Ironwood’ …
4 months, 3 weeks ago
The new AI Super PAC, Plus OpenAI’s enterprise impact 10/27/25
A new pro-AI Super PAC reportedly under fire from the White House after it said it aims to support candidates from both political parties. Plus, a lo…
5 months ago